13FBOX
Brookmont Capital Management · 13F 持仓分析
期权收益计算器 机构排行

Brookmont Capital Management

No.7379 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.86亿
环比变动 Q1 2026
+$780.5万+4.4%
持仓股票数
61
新买入
4
加仓
32
减仓
23
清仓
2
持股不变
2
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
家得宝HD
30.75%29.92%$5,731.5万16.3万股$5,343.6万16.2万股+41股+0.03%加仓
摩根大通JPM
3.08%2.88%$573.4万1.8万股$514.2万1.7万股+38股+0.22%加仓
ANALOG DEVICES COMADI
2.81%2.3%$524.2万1.3万股$410.4万1.3万股+296股+2.29%加仓
阿斯利康AZN
2.69%2.87%$501.3万2.6万股$513.3万2.6万股+409股+1.57%加仓
L3哈里斯LHX
2.69%3.34%$500.6万1.7万股$597.0万1.7万股-69股-0.40%减仓
QQNITY ELECTRONICS COMMON STOCKQ
2.64%1.9%$492.2万3.0万股$338.8万2.9万股+774股+2.64%加仓
GGILEAD SCIENCES COMGILD
2.56%2.94%$478.0万3.8万股$525.4万3.8万股+140股+0.37%加仓
壳牌SHEL
2.5%3.16%$466.7万6.0万股$563.6万6.1万股-407股-0.67%减仓
微软MSFT
2.48%2.25%$462.0万1.2万股$402.5万1.1万股+1,515股+13.93%加仓
WELLS FARGO NEWWFC
2.18%2.18%$406.5万4.9万股$389.6万4.9万股+250股+0.51%加仓
麦当劳MCD
2.02%2.41%$375.7万1.4万股$431.0万1.4万股+32股+0.23%加仓
强生JNJ
1.94%1.41%$361.9万1.4万股$251.3万1.0万股+3,968股+38.60%加仓
BBANK OF AMERBAC
1.94%1.74%$361.3万6.3万股$311.1万6.4万股-411股-0.64%减仓
宝洁PG
1.9%1.95%$354.5万2.4万股$347.6万2.4万股+106股+0.44%加仓
GALLAGHER ARTHUR J & COMAJG
1.9%2%$354.0万1.5万股$357.5万1.7万股-1,087股-6.58%减仓
雅培ABT
1.82%2.14%$339.9万3.7万股$382.9万3.7万股+167股+0.45%加仓
EquinixEQIX
1.8%1.76%$335.0万3,214股$314.2万3,205股+9股+0.28%加仓
NetEase, Inc. ADRNTES
1.75%0.67%$326.9万2.6万股$120.5万1.1万股+1.5万股+137.12%加仓
PPNC FINL SVCS COMVXF
1.67%1.47%$311.1万1.3万股$263.3万1.3万股-18股-0.14%减仓
MICROCHIP TECHNOLOGYMCHP
1.6%1.2%$298.1万3.3万股$214.9万3.3万股-566股-1.70%减仓
康菲石油COP
1.58%2.09%$293.6万2.8万股$372.8万2.8万股-6股-0.02%减仓
WASTE MGMT DELWM
1.54%1.66%$287.7万1.3万股$296.6万1.3万股+2股+0.02%加仓
SSOLSTICE ADVANCED MATLSSOL
1.5%1.36%$279.5万3.2万股$242.3万3.2万股-275股-0.86%减仓
TE CONNECTIVITY ORD SHSTEL
1.48%1.6%$275.7万1.4万股$285.2万1.4万股+31股+0.23%加仓
COMCAST NEW CL ACMCSA
1.27%1.56%$236.7万9.6万股$278.9万9.7万股-751股-0.77%减仓
霍尼韦尔HON
1.25%2.56%$233.3万1.0万股$456.4万2.0万股-1.0万股-49.74%减仓
HHONEYWELL AEROSPACE INCHONA
1.2%$224.3万1.0万股$00股+1.0万股新买入
杜邦DD
1.17%1.23%$217.9万1.6万股$220.3万4.8万股-3.2万股-66.60%减仓
Q高通QCOM
1.09%0.8%$203.0万1.1万股$142.6万1.1万股-89股-0.80%减仓
百事可乐PEP
1.08%1.28%$201.2万1.5万股$229.4万1.5万股+83股+0.56%加仓
雷神技术RTX
1%1.07%$187.2万9,864股$191.3万9,915股-51股-0.51%减仓
英伟达NVDA
0.99%0.87%$184.7万9,232股$156.2万8,956股+276股+3.08%加仓
美国合众银行USB
0.98%1.97%$183.3万3.0万股$352.0万6.8万股-3.7万股-55.14%减仓
雪佛龙CVX
0.96%1.26%$179.4万1.1万股$224.8万1.1万股-37股-0.34%减仓
赛莱默XYL
0.89%$166.6万1.4万股$00股+1.4万股新买入
SEMPRA COMSRE
0.86%0.94%$160.3万1.7万股$167.4万1.7万股+69股+0.40%加仓
EVERGY COMEVRG
0.85%0.84%$157.7万1.8万股$149.9万1.8万股-47股-0.26%减仓
IiShares安硕信托IVV
0.71%0.63%$132.9万1,774股$113.3万1,735股+39股+2.25%加仓
芝加哥商品交易所CME
0.67%$124.3万5,627股$00股+5,627股新买入
IiShares安硕·COREIJH
0.59%0.51%$109.2万1.4万股$91.7万1.4万股+583股+4.29%加仓
EASTMAN CHEMEMN
0.57%0.67%$106.9万1.6万股$119.5万1.6万股+300股+1.92%加仓
IiShares安硕信托AGG
0.55%0.62%$101.7万1.0万股$110.5万1.1万股-857股-7.70%减仓
IiShares安硕·COREIJR
0.47%0.4%$87.3万5,884股$70.9万5,706股+178股+3.12%加仓
IiShares安硕·RUSSELLIWF
0.4%0.57%$74.1万5,968股$102.3万2,398股+3,570股+148.87%加仓
IiShares安硕·MSCI EAFE ETFEFA
0.33%0.35%$60.7万5,839股$62.4万6,427股-588股-9.15%减仓
BWX科技BWXT
0.31%0.32%$57.9万2,972股$56.8万2,779股+193股+6.94%加仓
V先锋领航债券指数基金BSV
0.3%0.36%$55.4万7,108股$64.2万8,191股-1,083股-13.22%减仓
V先锋领航市政债券基金VTEB
0.3%$55.4万1.1万股$00股+1.1万股新买入
博通AVGO
0.29%0.23%$53.2万1,407股$40.5万1,308股+99股+7.57%加仓
V先锋领航·SPECIALIZED FUNDSVIG
0.27%0.29%$50.0万2,113股$51.7万2,403股-290股-12.07%减仓

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